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Legal due diligence checklist template
from deck Due Diligence Process, Types, Checklists Diagrams (PPT Template)

Legal Due Diligence Checklist Template

Slide Content:

  • Contracts: Review all material contracts, including commercial contracts, employment agreements, and intellectual property licenses.
  • Intellectual Property: Identify and assess the target company's intellectual property portfolio, including trademarks, copyrights, and patents.
  • Data Protection & GDPR: Determine the target company's compliance with data protection laws and regulations, such as the General Data Protection Regulation (GDPR).
  • Key Financial & Tax Documents: Review the target company's financial statements, tax returns, and audit reports.

Graphical Look:

  • Shapes: The slide uses a simple checklist layout with four rounded rectangles, one for each item in the checklist.
  • Colors: The slide uses a blue and white color scheme, with the checklist items highlighted in blue.
  • Icons: You can use a variety of icons, e.g. a contract icon for the "Contracts" item and a lock icon for the "Data Protection & GDPR" item.

The slide uses a simple and effective design to communicate the key elements of a legal due diligence checklist. The checklist items are clearly highlighted and easy to read. The use of color and icons helps to visually distinguish the different items in the checklist.

The slide is also well-composed, with the checklist items evenly spaced and balanced on the slide. The overall look of the slide is clean and professional.

Where to use such a slide?

This slide can be used in a variety of contexts, including:

  • Pitch decks: This slide can be used to provide investors with an overview of the legal due diligence process that will be conducted prior to closing an investment deal.
  • M&A presentations: This slide can be used to provide a roadmap for the legal due diligence process during a merger or acquisition transaction.
  • Compliance presentations: This slide can be used to train employees on the legal due diligence process that should be followed when entering into new contracts or business relationships.
  • Risk management presentations: This slide can be used to identify and assess the legal risks associated with a new business venture or investment opportunity.

Example:

A venture capital firm is preparing to pitch to a group of potential investors for a new fund. The firm's pitch deck includes a slide on legal due diligence, which outlines the process that the firm will follow to assess the legal risks associated with each investment opportunity. The slide also includes a checklist of the key documents and information that the firm will review during the due diligence process.

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